See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,703 | $29,660-87.5% | $56,411-93.4% | $80,856-95.4% |
| Participation rate | 54.3% | 41.6%+12.7pp | 52.5%+1.9pp | 67.6%-13.3pp |
| Annual return | 31.30% | 35.23%-3.9pp | 1701.33%-1670.0pp | 35.59%-4.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,680 | $1,226+37.0% | $1,952-13.9% | $4,296-60.9% |
| Admin fee / account holder | $156 | $2,428-93.6% | $2,829-94.5% | $6,918-97.7% |